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711 hedge funds and large institutions have $8.46B invested in AES in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 266 increasing their positions, 250 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 106

1% more funds holding

Funds holding: 703711 (+8)

6% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 250

5.07% less ownership

Funds ownership: 97.53%92.46% (-5.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

39% less capital invested

Capital invested by funds: $13.9B → $8.46B (-$5.43B)

43% less call options, than puts

Call options by funds: $128M | Put options by funds: $226M

Holders
711
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
9.37%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
123
Increased
266
Reduced
250
Closed
106
Calls
$128M
Puts
$226M
Net Calls
-$97.9M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
576
Principal Securities
Iowa
$21K -$6.96K -466 -22%
RTC
577
Riverview Trust Company
Washington
$20K -$4.41K -295 -16%
National Pension Service
578
National Pension Service
South Korea
$19.4K +$22.5K +1,506 New
SAM
579
Smartleaf Asset Management
Massachusetts
$18.8K -$59.2K -3,962 -73%
SIC
580
Salem Investment Counselors
North Carolina
$18.7K +$21K +1,404 +3,052%
VCM
581
Versant Capital Management
Arizona
$18.3K +$16.1K +1,081 +319%
DMBA
582
Deseret Mutual Benefit Administrators
Utah
$16.6K -$19.5K -1,304 -50%
RS
583
Rakuten Securities
Japan
$14.2K +$8.19K +548 +99%
VWM
584
Venturi Wealth Management
Texas
$13.9K +$1.33K +89 +9%
CFO
585
CVA Family Office
Colorado
$13.9K -$40.4K -2,708 -71%
RIL
586
Rothschild Investment LLC
Illinois
$13.8K +$105 +7 +0.7%
SS
587
SBI Securities
Japan
$13.7K +$15.9K +1,062 New
WIM
588
Westside Investment Management
California
$13K +$7.47K +500 +98%
BWL
589
Bogart Wealth LLC
Virginia
$13K +$11.1K +741 +274%
CWP
590
Concord Wealth Partners
Virginia
$12.9K -$2.85K -191 -16%
HSA
591
Hussman Strategic Advisors
Maryland
$12.9K
MMG
592
Monetary Management Group
Missouri
$12.9K
CWM
593
Centricity Wealth Management
Ohio
$12.7K +$14.7K +985 New
FHA
594
First Horizon Advisors
Tennessee
$12.3K +$4.88K +327 +52%
CLG
595
Cooperman Leon G
$11.6K
HNB
596
Hilltop National Bank
Wyoming
$11.6K +$5.97K +400 +80%
GWP
597
Gen-Wealth Partners
Michigan
$11.5K -$11K -735 -45%
EPIM
598
Evelyn Partners Investment Management
$11.3K +$13.1K +880 New
FFA
599
Frazier Financial Advisors
Ohio
$11.2K -$91.1K -6,100 -87%
EB
600
Eastern Bank
Massachusetts
$10.9K

AES Hedge Fund Activity: Q4 2024 in Review

711 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2024, worth a combined $8.46B — down 39% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new AES positions and 106 closed out — a net gain of 17 holders — while 266 added to existing stakes and 250 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $141M. The largest seller was Capital International Investors, cutting an estimated $524M.

  • 711 institutional investors held AES (AES) as of Q4 2024, up from 703 in Q3 2024.
  • Funds reported $8.46B of AES stock for Q4 2024, down 39% quarter-over-quarter.
  • 123 funds opened new AES positions in Q4 2024 and 106 closed out, a net change of +17 holders.
  • The largest AES buyer in Q4 2024 was Point72 Asset Management, an estimated $141M added.
  • The largest AES seller in Q4 2024 was Capital International Investors, an estimated $524M sold.

Based on aggregated 13F filings for Q4 2024.